5 Results for Portfolio Manager Jobs in New Haven, CT

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Project Manager

Washington, Connecticut
onsite
Temporary / Contract
23 - 24 USD / Hourly
We are looking for a Project Manager to guide the planning and execution of Highlander Term in Washington, Connecticut. This Long-term Contract position will partner with faculty, students, and school leaders to coordinate academic travel, special courses, and experiential learning activities while keeping schedules, details, and resources aligned. The ideal candidate brings strong organization, clear communication, and the ability to manage multiple concurrent workstreams in a dynamic educational setting. Responsibilities: • Lead planning efforts for Highlander Term by organizing milestones, deliverables, and cross-functional timelines for program activities. • Coordinate logistical details for trips, study-away experiences, courses, and related educational programming to ensure readiness ahead of program launch. • Serve as a central point of communication for teachers, students, and school leadership, providing updates and clarifying next steps throughout the planning cycle. • Maintain accurate tracking of deadlines, outstanding action items, and program documentation across multiple initiatives at once. • Support financial oversight by assisting with budget monitoring, expense tracking, and alignment of program plans with approved spending. • Identify scheduling or operational risks early and help implement practical solutions to keep preparations on track. • Increase hands-on coordination and onsite support as Highlander Term approaches, including active assistance during the program period. • Help ensure each program component is fully organized, properly documented, and prepared for successful delivery in February.
2026-09-29T00:00:00Z

Private Investment Fund/Investment Management Counsel

Stamford, Connecticut
onsite
Permanent / Full Time
250000 - 350000 USD / Yearly
We are looking for an accomplished attorney to join a client-focused Services team in Stamford, Connecticut, advising clients on sophisticated private fund and investment management matters. This position is suited for a senior attorney who can guide fund sponsors through structuring decisions, investor-facing documentation, and regulatory considerations with confidence. The role offers the opportunity to take ownership of high-value matters while building trusted client relationships and supporting the growth of a collaborative practice. Responsibilities:• Direct the formation, reorganization, and revision of private investment vehicles, managing matters from initial structuring through closing.• Counsel fund sponsors on offering terms, investor discussions, and legal considerations affecting fund launch and ongoing operations.• Prepare and negotiate core fund documents, including offering materials, governing agreements, subscription packages, and side arrangements.• Provide guidance on securities regulations and compliance issues relevant to private funds and investment advisers.• Evaluate and negotiate co-investment terms and documentation requested by institutional participants and strategic investors.• Oversee the work of entry-level attorneys and support staff, offering direction, feedback, and career development.• Strengthen client relationships through responsive legal counsel and contribute to practice growth through business development efforts
2026-09-24T00:00:00Z

Financial Planning & Analysis Manager

White Plains, New York
onsite
Permanent / Full Time
125000 - 150000 USD / Yearly
We are looking for an experienced Financial Planning & Analysis Manager to support strategic decision-making for a CPG client. This role will lead budgeting, forecasting, and performance analysis while partnering with business leaders to translate financial data into actionable recommendations. The ideal candidate brings strong modeling capabilities, a deep understanding of corporate planning, and the ability to improve financial visibility across the business. Qualified applicants can apply by sending your resume to Joe Ciavardini at joe.ciavardini@roberthalfResponsibilities:• Lead the annual budgeting cycle and recurring forecast process to provide accurate financial outlooks for the organization.• Build and maintain detailed financial models that evaluate business performance, operational trends, and future scenarios.• Analyze monthly and quarterly results, identify key variances, and present meaningful insights to leadership.• Partner with cross-functional teams to develop financial plans that align with business objectives and production goals.• Prepare management reports, dashboards, and presentations that clearly communicate financial performance and risks.• Support long-range planning efforts by assessing revenue, cost, and profitability drivers across the business.• Use Adaptive Insights and related planning tools to streamline reporting, forecasting, and financial analysis activities.• Recommend process improvements that strengthen planning accuracy, reporting quality, and decision support capabilities.
2026-09-16T00:00:00Z

Investment Accountant

Avon, Connecticut
onsite
Permanent / Full Time
85000 - 125000 USD / Yearly
Well established investment management company in the Avon area is looking for an Investment Accountant to join their team! The Investment Accountant will be responsible for the following: · Prepares monthly investment report package on a timely basis for STAT, GAAP, IFRS and other basis’s· Prepares statutory quarterly and annual Schedule D regulatory reports and GAAP financial and footnote packages for accounting clients with prompt regard for established deadlines· Performs daily reconciliation of accounts to the custodial and/or external manager record including cash, trades, income and dividends, special deposits, etc., including communication with clients and custodians to clarify discrepancies· Obtains and maintains a thorough understanding of the client’s general ledger structure· Monitors and analyzes own work to develop more efficient procedures while maintaining a high level of accuracy· Responds timely to inquiries from the clients, as well as the Director of Accounting, Controller, auditors, and other firm wide managers regarding financial results, special reporting requests, etc.· Assists in development and implementation of new procedures to enhance the workflow of the department· Maintains monthly performance results of clients’ portfolios· Collaborates with the other accountants to support overall department goals and objectives The ideal candidate will have a Bachelor’s Degree in either Accounting or Finance, 2-5+ years of experience in the investment industry, excellent verbal and written communications skills as well as possess the ability to handle multiple priorities with a high level of accuracy. Additional requirements include ERP experience and strong Excel skills (pivot tables / v lookups). If you meet the minimum requirements and want to learn more about this opportunity, please email your resume to Chelsea Halon at chelsea.halon@roberthalf com For quicker consideration please email directly to chelsea.halon@roberthalf com vs “applying”.
2026-09-15T00:00:00Z

FP&A Manager

Bethel, Connecticut
onsite
Permanent / Full Time
100000 - 140000 USD / Yearly
We are looking for an experienced FP&A Manager to join a growing medical device manufacturing organization in Bethel, Connecticut. This position plays a key role in guiding financial planning, performance analysis, and decision support for leadership through accurate reporting and forward-looking insights. The ideal candidate brings strong analytical depth, manufacturing finance expertise, and the ability to turn complex data into practical recommendations that improve business results. Responsibilities: • Partner with finance leadership to support the monthly close by reviewing financial results, identifying trends, and explaining performance drivers. • Build and enhance structured planning processes for pricing analysis, gross margin reporting, sales forecasting, and working capital performance. • Prepare and manage monthly, quarterly, and annual forecasts, while contributing to the development of the annual operating budget and long-range financial plans. • Evaluate capital spending, revenue expectations, and strategic initiatives through financial models that support sound business decisions. • Collaborate with leaders across the organization to develop business cases for investments, operational projects, and resource allocation decisions. • Produce recurring management reporting and business review materials that highlight financial performance, risks, and opportunities. • Examine financial and operational practices to identify process improvements that strengthen reporting accuracy, cash flow visibility, and overall efficiency. • Lead ad hoc analysis and cross-functional projects related to benchmarking, profitability, planning, and broader business performance needs.
2026-09-10T00:00:00Z

5 results for Portfolio Manager in New Haven, CT